working with us

Every Relationship Begins with a Conversation.

Our client engagement process is thoughtfully designed to serve a diverse range of investors. Recognizing that every client relationship is unique, we’ve created a tailored wealth management experience to meet the needs of clients across various asset levels.

Investment Management

Money Management
Portfolio Rebalancing
Review of 401(k) and other company-sponsored retirement plans
Cash Management Services

Counsel and Advocacy

Access to CERTIFIED FINANCIAL PLANNER^TMprofessional
experts through major life events
Coordination with tax and legal professionals
Financial guidance for family members
The Advocate Monthly E-Newsletter
The Quarterly Team Newsletter

Financial Planning

Pension Analysis
Retirement Income Planning
Estate Planning
Life Insurance Review
Long-Term Care Insurance Review
College / Education Planning
MoneyGuidePro Financial Plan
Social Security Analysis
Advanced Charitable Giving Strategies
Tax Planning*
Corporate Executor and Trustee Services available through Baird Trust

The Perry Group Team Events

Annual Client Picnic and Various Events

Annual Service Engagement

Semi-Annual Review Meeting
Quarterly Performance Reporting

Additional Services for Clients

E-Delivery Capabilities
Baird Mobile App
Free Notary and Medallion Signature Guarantee
Automated Clearing House (ACH)
Online Access with Baird 360 Wealth
Free Paper Shredding Service

An Investment In Your Future

Asset Levels

First $250,000

Next $250,000

Next $500,000

Next $1 million

Next $3 million

Over $5 million

Advisory Fee

1.25%

1.10%

0.80%

0.75%

0.55%

0.25%

Assets

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

Effective Fee

1.18%

0.99%

0.91%

0.87%

0.81%

0.76%